ALFRED I DUPONT CHARITABLE TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED I DUPONT CHARITABLE TRUST (EIN 59-0226560)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349318263
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:28:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST STE 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590226560 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED I DUPONT CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 9043949800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 ALFRED DUPONT PLACE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH DURDEN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9043949800 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KEARNS | PreparerPersonNm |
| PTIN | P02061479 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HUGH DURDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 ALFRED DUPONT PLACE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,574,324,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT OF PEDIATRIC HEALTHCARE AT THE NEMOURS FOUNDATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $13,980,551 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,463,979 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $530,001,291 | PYInvestmentIncomeAmt |
| CY Investment Income | $284,631,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $530,001,291 | PYTotalRevenueAmt |
| CY Total Revenue | $284,631,015 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $282,737,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $244,376,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,161,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,449,040 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,727,151 | PYOtherExpensesAmt |
| CY Other Expenses | $9,309,541 | CYOtherExpensesAmt |
| PY Total Expenses | $304,626,769 | PYTotalExpensesAmt |
| CY Total Expenses | $266,135,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $225,374,522 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,495,757 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,816,252,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,268,540,328 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,816,252,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,268,540,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALFRED I. DUPONT CHARITABLE TRUST (THE "CHARITABLE TRUST") IS ONE OF AMERICA'S MOST GENEROUS SUPPORTERS OF PEDIATRIC HEALTHCARE. SINCE 1935, THE CHARITABLE TRUST HAS DISTRIBUTED $4.4 BILLION TO ITS PRIMARY BENEFICIARY, THE NEMOURS FOUNDATION, FOR THE CARE AND TREATMENT OF CHILDREN PRIMARILY IN DELAWARE AND FLORIDA, AND IT HAS HELPED HUNDREDS OF THOUSANDS OF SICK CHILDREN FIND HEALTH AND NEW HOPE FOR THE FUTURE, REGARDLESS OF ABILITY TO PAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $256,825,717 | ExpenseAmt |
| Grant | $244,376,677 | GrantAmt |
| Revenue | $270,650,464 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $256,825,717 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARA RILEY COO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043949800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 ALFRED DUPONT PLACE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HUGH M DURDEN | ||||||||
| CHAIRMAN | 12.00 | 4.00 | Yes (X) | Yes (X) | $168,285 | $0 | $0 | |
| TERRI L KELLY | ||||||||
| TRUSTEE | 10.00 | 0.00 | Yes (X) | $161,153 | $0 | $0 | ||
| JOHN S LORD | ||||||||
| TRUSTEE | 9.00 | 8.00 | Yes (X) | $153,932 | $0 | $0 | ||
| THOMAS G KUNTZ | ||||||||
| TRUSTEE | 10.00 | 8.00 | Yes (X) | $154,340 | $0 | $0 | ||
| GEOFFREY M ROGERS | ||||||||
| TRUSTEE | 10.00 | 8.00 | Yes (X) | $153,642 | $0 | $0 | ||
| ROBERT G RINEY | ||||||||
| TRUSTEE | 9.00 | 0.00 | Yes (X) | $153,547 | $0 | $0 | ||
| DAVID D GONINO | ||||||||
| PRESIDENT/CIO | 40.00 | 0.00 | Yes (X) | $3,588,942 | $0 | $348,632 | ||
| KARA P RILEY | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $735,263 | $0 | $496,410 | ||
| JAMES T KIRK | ||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $437,807 | $0 | $33,856 | ||
| KIMBERLY D PRICE | ||||||||
| ASSISTANT SECRETARY | 40.00 | 0.00 | Yes (X) | $177,516 | $0 | $32,807 | ||
| TRAVIS K ANGEVINE | ||||||||
| DPTY CIO/MANAGING DIR OF PUBLIC MKT | 40.00 | 0.00 | $1,133,315 | $0 | $896,031 | Yes (X) | ||
| CHARLES D HENDRIX | ||||||||
| MANAGING DIR OF PRIVATE MKT | 40.00 | 0.00 | $1,057,810 | $0 | $718,752 | Yes (X) | ||
| SEAN A KELLY | ||||||||
| MANAGING DIR/DIR OF PRIV MKT | 40.00 | 0.00 | $595,088 | $0 | $342,687 | Yes (X) | ||
| WHITNEY A SKOGLUND | ||||||||
| DIR OF ACCT AND TAX | 40.00 | 0.00 | $261,212 | $0 | $33,555 | Yes (X) | ||
| HOLDEN B HARRELL | ||||||||
| ASST DIR OF PUBLIC MKT | 40.00 | 0.00 | $215,664 | $0 | $24,930 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,147,516 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,927,660 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT CUSTODY & MANAGEMENT SERVICES | $937,191 |
| MEREWETHER INVESTMENT MANAGEMENT LP | |||||
| 1900 N PEARL ST ST 2175 | DALLAS | TX | 75201 | INVESTMENT MANAGEMENT SERVICES | $797,925 |
| VERINEXT CORPORATION | |||||
| 510 TOWNSHIP LINE ROAD SUITE 120 | BLUE BELL | PA | 19422 | INFORMATION TECHNOLOGY SERVICES | $377,490 |
| KPMG LLP | |||||
| DEPT 0608 PO BOX 120608 | DALLAS | TX | 75312 | AUDIT AND TAX SERVICES | $373,368 |
| THE BURGISS GROUP LLC | |||||
| 111 RIVER STREET 10TH FLOOR | HOBOKEN | NJ | 07030 | DATA AND ANALYTICS SERVICES | $354,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,892,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,912,100 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,980,551 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,298,579 | SecuritiesAmt |
| Other | $863,133,614 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $608,777,844 | SecuritiesAmt |
| Other | $680,915,985 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,479,265 | SecuritiesAmt |
| Other | $182,217,629 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,738,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,738,364 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,631,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $270,650,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,980,551 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,376,677 | TotalAmt |
| Program Services | $244,376,677 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,143,084 | TotalAmt |
| Program Services | $5,143,084 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,726,049 | TotalAmt |
| Program Services | $5,726,049 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,170 | TotalAmt |
| Program Services | $618,170 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,005 | TotalAmt |
| Program Services | $635,005 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,732 | TotalAmt |
| Program Services | $326,732 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,404 | TotalAmt |
| Management And General | $335,404 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,788 | TotalAmt |
| Management And General | $366,788 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,510,260 | TotalAmt |
| Management And General | $3,510,260 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,628 | TotalAmt |
| Management And General | $757,628 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,321 | TotalAmt |
| Management And General | $94,321 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,196 | TotalAmt |
| Management And General | $469,196 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,968 | TotalAmt |
| Management And General | $909,968 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,672 | TotalAmt |
| Management And General | $357,672 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,292 | TotalAmt |
| Management And General | $285,292 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,081 | TotalAmt |
| Management And General | $605,081 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,392 | TotalAmt |
| Management And General | $122,392 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $1,495,539 | TotalAmt |
| Management And General | $1,495,539 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,135,258 | TotalAmt |
| Program Services | $256,825,717 | ProgramServicesAmt |
| Management And General | $9,309,541 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,267,990 | BOYAmt |
| EOY | $115,979,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,178,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,928,246 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,619,985 | BOYAmt |
| EOY | $15,250,201 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,931,704,733 | BOYAmt |
| EOY | $2,194,470,711 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,750,659,736 | BOYAmt |
| EOY | $5,942,840,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,816,252,444 | BOYAmt |
| EOY | $8,268,540,328 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,816,252,444 | BOYAmt |
| EOY | $8,268,540,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,816,252,444 | BOYAmt |
| EOY | $8,268,540,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,495,757 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $435,997,146 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,775,532 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEMOURS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590634433 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $244,376,677 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $244,376,677 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, SECTION C, LINE 1 | FormAndLineReferenceDesc |
| Explanation | ALFRED I. DUPONT CHARITABLE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION, AS DEFINED IN IRC CODE SECTION 509(A)(3)(B)(II), BASED ON THE COMMON CONTROL OF THE CHARITABLE TRUST AND THE NEMOURS FOUNDATION BY THE INDIVIDUALS WHO SERVE AS TRUSTEES OF THE CHARITABLE TRUST. THE COMMON CONTROL REQUIREMENT IS SATISFIED IN THIS CASE. THE CHARITABLE TRUST IS GOVERNED BY SIX TRUSTEES. THE NEMOURS FOUNDATION IS A MEMBERSHIP CORPORATION, AND ITS GOVERNING DOCUMENTS DESIGNATE THE TRUSTEES OF THE CHARITABLE TRUST AS ITS SOLE MEMBERS. THE NEMOURS FOUNDATION ALSO HAS A BOARD OF DIRECTORS WHO OVERSEE ITS DAY-TO-DAY ACTIVITIES, BUT THOSE DIRECTORS ARE APPOINTED BY THE MEMBERS. THE COMMON CONTROL ASSURES THAT THE CHARITABLE TRUST WILL BE "SUPERVISED OR CONTROLLED IN CONNECTION WITH" THE NEMOURS FOUNDATION, AND THEREFORE WILL QUALIFY AS A TYPE II SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3)(B)(II) AND TREAS. REG. SECTION 1.509(A)-4(H). | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,472,301 | BeginningYearBalanceAmt |
| Contributions | $31,659,934 | ContributionsAmt |
| Investment Earnings Or Losses | $30,827,555 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,474,597 | OtherExpendituresAmt |
| Administrative Expenses | $139,355 | AdministrativeExpensesAmt |
| End Year Balance | $323,345,838 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,151,738 | BeginningYearBalanceAmt |
| Contributions | $13,233,799 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,384,974 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,196,904 | OtherExpendituresAmt |
| Administrative Expenses | $331,358 | AdministrativeExpensesAmt |
| End Year Balance | $276,472,301 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $266,295,711 | BeginningYearBalanceAmt |
| Contributions | $7,261,140 | ContributionsAmt |
| Investment Earnings Or Losses | $36,100,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,300,185 | OtherExpendituresAmt |
| Administrative Expenses | $205,547 | AdministrativeExpensesAmt |
| End Year Balance | $296,151,738 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,508,774 | BeginningYearBalanceAmt |
| Contributions | $6,734,086 | ContributionsAmt |
| Investment Earnings Or Losses | $22,659,042 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,431,024 | OtherExpendituresAmt |
| Administrative Expenses | $175,167 | AdministrativeExpensesAmt |
| End Year Balance | $266,295,711 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,594,430 | BeginningYearBalanceAmt |
| Contributions | $9,610,720 | ContributionsAmt |
| Investment Earnings Or Losses | $31,666,343 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,157,031 | OtherExpendituresAmt |
| Administrative Expenses | $205,688 | AdministrativeExpensesAmt |
| End Year Balance | $249,508,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.10700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.89300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,335,457 | OtherCostOrOtherBasisAmt |
| Book Value | $3,335,457 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,389,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,888,102 | DepreciationAmt |
| Book Value | $11,501,703 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,453,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,040,144 | DepreciationAmt |
| Book Value | $413,041 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,250,201 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN PARTNERSHIPS | Desc |
| Book Value | $5,942,840,379 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,942,840,379 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $706,647,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $435,997,146 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $435,997,146 | RevenueNotReportedAmt |
| Revenue Subtotal | $270,650,464 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $270,650,464 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $266,135,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $266,135,258 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $266,135,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS THE NEMOURS FOUNDATION, A RELATED ENTITY TO ALFRED I. DUPONT CHARITABLE TRUST, HAS ENDOWMENTS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING PEDIATRIC HEALTH CARE, OPHTHALMOLOGY, ORTHOPEDIC, DENTAL AND RESEARCH THAT ARE MANAGED BY THE ALFRED I. DUPONT CHARITABLE TRUST. |
| SCHEDULE D, PART X, LINE 2 | THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, THE TRUST IS SUBJECT TO CURRENT FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX, IN CONNECTION WITH CERTAIN OF ITS LIMITED PARTNERSHIP INTERESTS. MANAGEMENT BELIEVES THAT THE TAX EXPOSURE RELATED TO UNRELATED BUSINESS INCOME GENERATED BY THE TRUST IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 2 | PROGRAM SERVICES | INVESTMENT MANAGMENT | $968,435 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | PROGRAM SERVICES | INVESTMENT MANAGEMENT | $162,095 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 2 | PROGRAM SERVICES | INVESTMENT CONSULTING | $32,200 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | INVESTMENTS | $1,249,400,411 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $1,086,306,412 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | INVESTMENTS | $262,947,398 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | INVESTMENTS | $175,357,028 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | INVESTMENTS | $118,658,909 | ||
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | INVESTMENTS | $23,280,323 | ||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | INVESTMENTS | $13,095,651 | ||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | INVESTMENTS | $4,115,253 | ||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $5,365,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $2,893,832,888 | SubtotalSpentAmt |
| Continuation Spent | $45,857,111 | ContinuationSpentAmt |
| Total Spent | $2,939,689,999 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEMOURS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10140 CENTURION PARKWAY NORTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 590634433 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $244,376,677 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PEDIATRIC HEALTHCARE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CHARITABLE TRUST DISTRIBUTES 3% OF ITS NET ASSET VALUE EACH YEAR TO THE NEMOURS FOUNDATION. THE NEMOURS FOUNDATION PROVIDES TREATMENT FOR OVER 480,000 SICK CHILDREN EACH YEAR, AND MAINTAINS CARE FACILITIES IN DELAWARE, FLORIDA, PENNSYLVANIA AND NEW JERSEY. THE TRUSTEES OF THE CHARITABLE TRUST, AS MEMBERS OF THE NEMOURS FOUNDATION, EVALUATE THE PERFORMANCE OF NEMOURS AND THE EFFECTIVENESS OF THE NEMOURS BOARD OF DIRECTORS IN MANAGING THE AFFAIRS OF THE FOUNDATION, BOTH COLLECTIVELY AND INDIVIDUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID D GONINO | ||||||||||||||
| PRESIDENT/CIO | $888,787 | $0 | $2,550,000 | $0 | $150,155 | $0 | $301,202 | $0 | $47,430 | $0 | $3,937,574 | $0 | $144,887 | $0 |
| TRAVIS K ANGEVINE | ||||||||||||||
| DPTY CIO/MANAGING DIR OF PUBLIC MKT | $522,080 | $0 | $585,517 | $0 | $25,718 | $0 | $846,816 | $0 | $49,215 | $0 | $2,029,346 | $0 | $208,231 | $0 |
| CHARLES D HENDRIX | ||||||||||||||
| MANAGING DIR OF PRIVATE MKT | $484,582 | $0 | $546,451 | $0 | $26,777 | $0 | $679,561 | $0 | $39,191 | $0 | $1,776,562 | $0 | $192,132 | $0 |
| KARA P RILEY | ||||||||||||||
| CHIEF OPERATING OFFICER | $426,248 | $0 | $287,305 | $0 | $21,710 | $0 | $456,039 | $0 | $40,371 | $0 | $1,231,673 | $0 | $111,250 | $0 |
| SEAN A KELLY | ||||||||||||||
| MANAGING DIR/DIR OF PRIV MKT | $331,467 | $0 | $263,275 | $0 | $346 | $0 | $300,141 | $0 | $42,546 | $0 | $937,775 | $0 | $79,379 | $0 |
| JAMES T KIRK | ||||||||||||||
| GENERAL COUNSEL | $306,502 | $0 | $130,995 | $0 | $310 | $0 | $0 | $0 | $33,856 | $0 | $471,663 | $0 | $0 | $0 |
| WHITNEY A SKOGLUND | ||||||||||||||
| DIR OF ACCT AND TAX | $189,807 | $0 | $71,149 | $0 | $256 | $0 | $0 | $0 | $33,555 | $0 | $294,767 | $0 | $0 | $0 |
| HOLDEN B HARRELL | ||||||||||||||
| ASST DIR OF PUBLIC MKT | $161,527 | $0 | $53,700 | $0 | $437 | $0 | $0 | $0 | $24,930 | $0 | $240,594 | $0 | $0 | $0 |
| KIMBERLY D PRICE | ||||||||||||||
| ASSISTANT SECRETARY | $150,185 | $0 | $13,000 | $0 | $14,331 | $0 | $0 | $0 | $32,807 | $0 | $210,323 | $0 | $0 | $0 |
| HUGH M DURDEN | ||||||||||||||
| CHAIRMAN | $144,402 | $0 | $0 | $0 | $23,883 | $0 | $0 | $0 | $0 | $0 | $168,285 | $0 | $0 | $0 |
| TERRI L KELLY | ||||||||||||||
| TRUSTEE | $131,275 | $0 | $0 | $0 | $29,878 | $0 | $0 | $0 | $0 | $0 | $161,153 | $0 | $0 | $0 |
| THOMAS G KUNTZ | ||||||||||||||
| TRUSTEE | $131,275 | $0 | $0 | $0 | $23,065 | $0 | $0 | $0 | $0 | $0 | $154,340 | $0 | $0 | $0 |
| JOHN S LORD | ||||||||||||||
| TRUSTEE | $131,275 | $0 | $0 | $0 | $22,657 | $0 | $0 | $0 | $0 | $0 | $153,932 | $0 | $0 | $0 |
| GEOFFREY M ROGERS | ||||||||||||||
| TRUSTEE | $131,275 | $0 | $0 | $0 | $22,367 | $0 | $0 | $0 | $0 | $0 | $153,642 | $0 | $0 | $0 |
| ROBERT G RINEY | ||||||||||||||
| TRUSTEE | $131,275 | $0 | $0 | $0 | $22,272 | $0 | $0 | $0 | $0 | $0 | $153,547 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | UNDER CERTAIN CIRCUMSTANCES, FIRST CLASS TRAVEL IS ALLOWABLE WHEN THE TRAVEL QUALIFIES FOR BUSINESS CLASS TRAVEL BUT THE FLIGHT DOES NOT OFFER BUSINESS CLASS. GENERALLY, COACH OR LOWER PROMOTIONAL FARES ARE THE ONLY CLASSES OF TRAVEL AVAILABLE TO TRUST EMPLOYEES. BUSINESS CLASS FARES ARE ALLOWABLE FOR ALL TRUSTEE TRAVEL AND ALLOWABLE FOR TRUST EMPLOYEES WHEN THE ORIGIN AND/OR DESTINATION ARE OUTSIDE THE CONTINENTAL UNITED STATES, WHEN AN OVERNIGHT OR "RED-EYE" FLIGHT EXCEEDS 5 HOURS, WHEN NO SPACE IS AVAILABLE IN COACH CLASS ACCOMMODATIONS IN TIME TO ACCOMPLISH THE BUSINESS TRAVEL WHICH IS URGENT AND CANNOT BE POSTPONED, AND WHEN THE USE OF BUSINESS CLASS ACCOMMODATIONS IS NECESSARY TO MEET THE TRAVELER'S DISABILITY OR OTHER SPECIAL NEEDS AS SUBSTANTIATED IN WRITING BY A COMPETENT MEDICAL AUTHORITY. |
| PART I, LINE 4B: | THE CHARITABLE TRUST MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") FOR A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES AS DETERMINED BY THE TRUSTEES. THE SERP WAS ADOPTED IN ORDER TO PROVIDE CERTAIN EMPLOYEES WITH NONQUALIFIED DEFERRED COMPENSATION BENEFITS SUBJECT TO IRC SECTION 457(F) IN RECOGNITION OF THE SERVICES THEY PROVIDE. THE CHARITABLE TRUST MAKES DISCRETIONARY CONTRIBUTIONS TO THE PLAN AND MAY AMEND OR TERMINATE THE PLAN AT ANY TIME. $144,887 OF VESTED SERP WAS DISTRIBUTED TO DAVID D. GONINO, $21,028 TO KARA P. RILEY, $24,485 TO TRAVIS K. ANGEVINE, AND $24,483 TO CHARLES D. HENDRIX DURING 2023. |
| PART I, LINE 7: | CERTAIN EMPLOYEES OF THE CHARITABLE TRUST ARE ELIGIBLE FOR INCENTIVE COMPENSATION. THIS COMPENSATION IS BASED ON QUALITATIVE AND QUANTITATIVE ORGANIZATIONAL GOALS AND THE ACHIEVEMENT OF SUCH GOALS BY THE ORGANIZATION. OVERALL COMPENSATION IS WITHIN PARAMETERS DETERMINED BY THE CHARITABLE TRUST'S INDEPENDENT COMPENSATION CONSULTANT AND REFLECTS COMPENSATION LEVELS AMONG FOUNDATIONS AND ENDOWMENTS OF ORGANIZATIONS THAT ARE COMPARABLE TO THE CHARITABLE TRUST IN ASSET VALUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | THE CHARITABLE TRUST WAS ORIGINALLY CREATED UPON THE DEATH OF ALFRED I. DUPONT IN 1935 AS A TESTAMENTARY TRUST, PRIMARILY TO ADVANCE HIS CHARITABLE OBJECTIVES TO PROVIDE MEDICAL SERVICES TO CHILDREN, AND TO CARE FOR THE ELDERLY. IN A CODICIL TO HIS WILL, MR. DUPONT STATED, " ... IT HAS BEEN MY FIRM CONVICTION THROUGHOUT LIFE THAT IT IS THE DUTY OF EVERYONE IN THIS WORLD TO DO WHAT IS WITHIN HIS POWER TO ALLEVIATE HUMAN SUFFERING ... " TRUE TO THIS CREDO, MR. DUPONT'S WILL DIRECTED HIS TRUSTEES TO CREATE THE NEMOURS FOUNDATION AS A NON-PROFIT, CHARITABLE CORPORATION UNDER THE LAWS OF FLORIDA. THE NEMOURS FOUNDATION IS THE PRINCIPAL BENEFICIARY OF THE CHARITABLE TRUST, WHICH QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION, AS DEFINED IN IRC CODE SECTION 509(A)(3)(B)(II), BASED ON THE COMMON CONTROL OF THE CHARITABLE TRUST AND THE NEMOURS FOUNDATION BY THE INDIVIDUALS WHO SERVE AS TRUSTEES OF THE CHARITABLE TRUST. THE TRUSTEES OF THE CHARITABLE TRUST, AS MEMBERS OF THE NEMOURS FOUNDATION, EVALUATE THE PERFORMANCE OF NEMOURS AND THE EFFECTIVENESS OF THE NEMOURS BOARD OF DIRECTORS IN MANAGING THE AFFAIRS OF THE FOUNDATION, BOTH COLLECTIVELY AND INDIVIDUALLY. THE FACILITIES OWNED OR MANAGED BY THE NEMOURS FOUNDATION INCLUDE THE NEMOURS CHILDREN'S HOSPITAL, DELAWARE, A FULL-SERVICE RESEARCH AND EDUCATIONAL HOSPITAL LOCATED IN WILMINGTON, DELAWARE; THE NEMOURS HEALTH CLINIC, AN OUTPATIENT CENTER FOR THE ELDERLY IN DELAWARE; AND THE NEMOURS CHILDREN'S CLINIC, CONSISTING OF OUTPATIENT, PEDIATRIC SUBSPECIALTY CENTERS LOCATED IN DELAWARE AND FLORIDA. THE NEMOURS CHILDREN'S HOSPITAL, DELAWARE, IS RECOGNIZED AS A LEADER IN FIVE PEDIATRIC SPECIALTY AREAS BY US. NEWS & WORLD REPORT. IT INCLUDES A 260-BED TEACHING HOSPITAL INTEGRATED WITH NEMOURS CHILDREN'S CLINIC, WHICH PROVIDES CARE SPECIALIZED IN PEDIATRIC MEDICINE, SURGERY AND DENTISTRY. IN ADDITION TO OPERATING THESE FACILITIES, AND OTHER MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS IN DELAWARE AND FLORIDA, THE NEMOURS CHILDREN'S HOSPITAL, FLORIDA, LOCATED IN ORLANDO, FLORIDA WAS OPENED IN 2012. THIS FACILITY IS ANCHORED BY A STATE-OF-THE-ART 130-BED CHILDREN'S HOSPITAL, AND INCLUDES A NEW NEMOURS CHILDREN'S HEALTH CLINIC LOCATION, AN AMBULATORY DIAGNOSTIC CENTER, AND AN EXTENSIVE RESEARCH AND EDUCATIONAL PROGRAM. THE FACILITY IS CLOSE TO THE UNIVERSITY OF CENTRAL FLORIDA COLLEGE OF MEDICINE AND THE ORLANDO VETERANS AFFAIRS MEDICAL CENTER. THIS FACILITY BRINGS COMPREHENSIVE CHILDREN'S HEALTH CARE AND RESEARCH CAPABILITIES TO THE EMERGING HEALTH AND SCIENCE SECTOR OF CENTRAL FLORIDA. |
| FORM 990, PART VI, SECTION B, LINE 11B | DURING 2024 SUBSEQUENT TO MANAGEMENT'S REVIEW, A DRAFT OF THE 2023 FORM 990 WAS DISTRIBUTED BY MANAGEMENT TO THE TRUSTEES PRIOR TO THE SCHEDULED TRUSTEES MEETING. MANAGEMENT PRESENTED AN OVERVIEW OF FORM 990 TO THE TRUSTEES AND GAVE THE TRUSTEES AN OPPORTUNITY TO PROVIDE COMMENTS AND QUESTIONS WITH RESPECT TO THE DRAFT. BASED ON THE FEEDBACK PROVIDED FROM THE TRUSTEES, MANAGEMENT UPDATED THE DRAFT FORM 990. UPON FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED A FINAL COPY OF THE RETURN VIA E-MAIL TO THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHARITABLE TRUST HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE TRUSTEES. THE CHARITABLE TRUST IS COMMITTED TO THE BELIEF THAT SOUND BUSINESS PRACTICES START WITH AN ABSOLUTE COMMITMENT FROM EACH TRUSTEE AND EMPLOYEE TO ACT ETHICALLY IN CARRYING OUT THE CHARITABLE TRUST BUSINESS, AND TO COMPLY WITH THE LAWS AND REGULATIONS THAT IMPACT ITS BUSINESS, THUS THE CHARITABLE TRUST'S EMPLOYEES AND TRUSTEES MUST AVOID PARTICIPATING IN ACTIVITIES THAT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST. THE CHARITABLE TRUST HAS SPECIFICALLY IDENTIFIED THE FOLLOWING AREAS IN ITS POLICY TO BE POTENTIAL CONFLICTS OF INTEREST: FINANCIAL INTEREST, OUTSIDE EMPLOYMENT, ACCEPTANCE OF GIFTS, GRATUITIES, BUSINESS COURTESIES, TRAVEL, LODGING AND ENTERTAINMENT, MISUSE OF RESOURCES OR ASSETS, PERSONAL GAIN USING UNDUE INFLUENCE, DIRECT DEALINGS WITH VENDORS, USE OF CONFIDENTIAL INFORMATION, AND AN INDIVIDUAL'S SUPPORT OF POLITICAL CAUSES. THE CHARITABLE TRUST'S POLICY REQUIRES ALL TRUSTEES AND ALL EMPLOYEES TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE AUDIT COMMITTEE AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHARITABLE TRUST, WHICH SETS THE COMPENSATION FOR THE OFFICERS AND THE HIGHLY COMPENSATED EMPLOYEES, UTILIZES COMPENSATION SURVEYS FROM ITS INDEPENDENT COMPENSATION CONSULTANT. THESE SURVEYS REFLECT COMPENSATION LEVELS AMONG FOUNDATIONS AND ENDOWMENTS OF ORGANIZATIONS THAT ARE COMPARABLE TO THE CHARITABLE TRUST IN ASSET VALUE. THESE INDEPENDENT SURVEYS WERE USED TO HELP ESTABLISH COMPENSATION LEVELS FOR THE STAFF POSITIONS WITH A HIGH LEVEL OF RESPONSIBILITY. PERSONS HOLDING THESE POSITIONS ARE NOT MEMBERS OF THE CHARITABLE TRUST'S GOVERNING BODY. THE COMPENSATION PAID TO THE TRUSTEES IS FIXED BY ORDER OF THE CIRCUIT COURT FOR THE FOURTH JUDICIAL DISTRICT OF DUVAL COUNTY, FLORIDA, WHICH HAS JURISDICTION OVER THE TRUST. THE COURT APPROVES THE TRUSTEE COMPENSATION AFTER REVIEWING A COMPENSATION STUDY PREPARED BY AN OUTSIDE INDEPENDENT EXPERT, SUCH AS A MAJOR NATIONAL CONSULTING FIRM. THE COURT ORDER SETTING THE CURRENT COMPENSATION WAS ISSUED ON AUGUST 28, 2002, SUBJECT TO PERIODIC ADJUSTMENTS. VARIATIONS IN TRUSTEE COMPENSATION OCCUR BECAUSE (1) PURSUANT TO COURT ORDER, A TRUSTEE WHO SERVES AS CHAIRMAN OF THE TRUST (CURRENTLY, MR. DURDEN) RECEIVES AN ADDITIONAL 10% BASE COMPENSATION OVER THAT OF THE OTHER TRUSTEES, AND (2) THE TRUSTEES DIFFER IN THE EXTENT TO WHICH THEY UTILIZE THE HEALTH INSURANCE AND RELATED FRINGE BENEFITS OFFERED BY THE TRUST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHARITABLE TRUST'S FORM 990 IS BASED ON THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION, IS OPEN FOR PUBLIC INSPECTION, AND PROVIDES SIGNIFICANT INFORMATION ABOUT THE ORGANIZATION'S GOVERNANCE AND CONFLICT OF INTEREST POLICY COMPLIANCE. THE CHARITABLE TRUST'S ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE INCLUDED IN ITS FORM 1023 APPLICATION FOR EXEMPTION, WHICH IS AVAILABLE FOR PUBLIC INSPECTION. SIMILARLY, THE CHARITABLE TRUST'S FORM 990, WHICH IS AVAILABLE FOR PUBLIC INSPECTION, IS BASED ON ITS FINANCIAL STATEMENTS. AS SUCH, THE CHARITABLE TRUST DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS OR FUND BALANCES 11,775,532. |
| FORM 990, PART XI, LINE 9: | PURSUANT TO THE COURT ORDER SIGNED IN OCTOBER 2017 AND AS DESCRIBED IN THE CHARITABLE TRUST'S FORM 1023 APPLICATION FOR EXEMPTION, THE CHARITABLE TRUST'S PREDECESSOR, THE TESTAMENTARY TRUST, WAS MODIFIED TO SEVER THE CHARITABLE TRUST FROM ALL OBLIGATIONS TO NONCHARITABLE BENEFICIARIES. AS SUCH, A ONE-TIME DISTRIBUTION WAS MADE IN 2018 TO A NEWLY FORMED ANNUITANTS' TRUST TO PROVIDE FUNDS TO SATISFY THOSE OBLIGATIONS. FOLLOWING THE DEATH OF THE FINAL ANNUITANT IN 2023, THE ANNUITANTS' TRUST TERMINATED. THE $11.8M REMAINING ASSETS WERE RETURNED TO THE CHARITABLE TRUST IN ACCORDANCE WITH THE GOVERNING DOCUMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| AIDTT LLC | ||||||||
| 510 ALFRED DUPONT PLACE | JACKSONVILLE | FL | 32202 | 208865790 | REAL ESTATE HOLDING | FL | $15,250,201 | AIDCT |
| SWAMP HALL LLC | ||||||||
| 510 ALFRED DUPONT PLACE | JACKSONVILLE | FL | 32202 | 832000837 | INVESTMENTS | DE | $3,181,971 | AIDCT |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE NEMOURS FOUNDATION (NEMOURS) | ||||||||||
| 10140 CENTURION PARKWAY NORTH | JACKSONVILLE | FL | 32256 | 590634433 | HEALTHCARE | FL | 501(C)(3) | LINE 3 | A I DUPONT CHARITABLE TRUST | Yes (1) |
| ALFRED I DUPONT TRUST UA | ||||||||||
| 510 ALFRED DUPONT PLACE | JACKSONVILLE | FL | 32202 | 596122734 | FOUNDATION | FL | 501(C)(3) | PF | A I DUPONT CHARITABLE TRUST | Yes (1) |
| CRUDEN BAY RISK RETENTION GROUP INC | ||||||||||
| 135 ALLEN BROOK LANE SUITE 101 | WILLISTON | VT | 05495 | 270057453 | RISK RETENTION | VT | 501(C)(3) | LINE 12A, I | THE NEMOURS FOUNDATION | 0 |
| PEDIATRIC MEDICAL SERVICES OF FLORIDA INC | ||||||||||
| 10140 CENTURION PARKWAY | JACKSONVILLE | FL | 32256 | 453584225 | HEALTHCARE | FL | 501(C)(3) | LINE 10 | THE NEMOURS FOUNDATION | 0 |
| NEMOURS NEW JERSEY PHYSICIAN PRACTICE | ||||||||||
| 1801 ROCKLAND ROAD | WILMINGTON | DE | 19803 | 463160718 | HEALTHCARE | NJ | 501(C)(3) | LINE 10 | THE NEMOURS FOUNDATION | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SDP SPECIAL SITUATIONS LLC - SERIES M | ||||||||||||||||||
| 1350 BAYSHORE HWY STE 905 | BURLINGAME | CA | 94010 | 874437426 | INVESTMENTS | CA | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | -$1,441,068 | $58,487 | 0 | 0 | 0.80000 | |||||
| JMK MK SIDE CAR LP | ||||||||||||||||||
| 261 MADISON AVE 9TH FLOOR | NEW YORK | NY | 10016 | 832986453 | INVESTMENTS | NY | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | -$31,151 | $2,892,052 | 0 | 0 | 0.75790 | |||||
| SPRINTS FLINT LP | ||||||||||||||||||
| INVESTMENTS | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | -$13,805 | $5,084,356 | 0 | 0 | 0.60130 | EAST WING TRAFALGAR COURT | LES BANQUES ST PETER PORT | GK | GYI 3PP | GK | ||||||
| SEACREST NCS FUND LP | ||||||||||||||||||
| 981372477 | INVESTMENTS | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | $125,242 | -$124,693 | 0 | 0 | 0.58860 | VICTORIA PLACE 31 VICTORIA STREET | HAMILTON | BD | HM 10 | BD | |||||
| ATALAYA AIF COINVESTMENT FUND LP | ||||||||||||||||||
| ONE ROCKEFELLER PLAZA 32ND FLOOR | NEW YORK | NY | 10020 | 932752137 | INVESTMENTS | NY | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | $252,519 | $12,602,519 | 0 | 0 | 0.52780 | |||||
| MEREWETHER CYCLICALS OPPORTUNITIES FUND LP | ||||||||||||||||||
| 1900 N PEARL ST STE 2175 | DALLAS | TX | 75201 | 884077024 | INVESTMENTS | TX | A I DUPONT CHARITABLE TRUST | INVES-EXCLUDED | $6,162,916 | $70,653,579 | 0 | 0 | 0.48160 | |||||
| NEUBERGER BERMAN SHORT DUR EMRGNG MKT DEBT FND LLC | ||||||||||||||||||
| 190 S LASALLE ST STE 2400 | CHICAGO | IL | 60603 | 472100194 | INVESTMENTS | IL | THE NEMOURS FOUNDATION | INVES-EXCLUDED | 0 | 0 | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALFRED I DUPONT ANNUITANTS' TRUST | |||||||||||||||
| 510 ALFRED DUPONT PLACE | JACKSONVILLE | FL | 32202 | 836156725 | INVESTMENTS | FL | N/A | T | 0 | ||||||
| DORNOCH-SUTHERLAND ASSURANCE LTD | |||||||||||||||
| 980404800 | CAPTIVE INSURANCE | C | 0 | PO BOX 1085 | GRAND CAYMAN | CJ | KY1-1102 | CJ | THE NEMOURS FOUNDATION | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE NEMOURS FOUNDATION | ||
| B | $244,376,677 | TRUST AGREEMENT |
| THE NEMOURS FOUNDATION | ||
| P | $735,645 | REIMBURSED EXP. |